User Management – Inmobalia CRM Docs https://docs.inmobalia.com Wed, 30 Apr 2025 07:27:04 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 How to configure user’s SMTP mailing settings for Office 365 accounts https://docs.inmobalia.com/1352-how-to-configure-users-smtp-mailing-settings-for-office-365-accounts https://docs.inmobalia.com/1352-how-to-configure-users-smtp-mailing-settings-for-office-365-accounts#respond Wed, 23 Apr 2025 13:39:07 +0000 https://docs.inmobalia.com/?p=1352

First of all, the SMTP Authentication must be enabled by the Administrator of your Microsoft 365 email accounts. Here the steps the Admin must follow:

Use the Microsoft 365 Admin Center to enable or disable SMTP AUTH on specific mailboxes

  1. Open the Microsoft 365 Admin Center and go to Users > Active users.
  2. Select the user, and in the flyout that appears, select Mail.
  3. In the Email apps section, select Manage email apps.
  4. Verify the Authenticated SMTP setting: unchecked = disabled, checked = enabled.
  5. When you’re finished, select Save changes.

 

Once enabled, Inmobalia Administrators must complete the SMTP configuration for every user. Without this information the user will not be able to send emails from the CRM. If you don’t know the SMTP details of your email accounts please contact your IT specialist who will help you get them from the email account settings. When you have them, just follow these steps to put them in the CRM.

A. Click on Settings, Users and then click on the user you want to edit.

Click on Settings, Users and then click on the user you want to edit.

B. Click on Email tab

Click on Email tab

C. Click the checkbox Enabled SMTP

Click the checkbox Enabled SMTP

D. Include the SMTP Host, SMTP Security, SMTP Username (your email address) and SMTP Password (your email password).

Include the SMTP Host, SMTP Security, SMTP Username and SMTP Password.

E. Finally, click on Test SMTP to check if the configuration is correct.

Finally, click on Test SMTP to check if the configuration is correct.

 

 

]]> https://docs.inmobalia.com/1352-how-to-configure-users-smtp-mailing-settings-for-office-365-accounts/feed 0 How to create and manage Users Groups https://docs.inmobalia.com/1167-how-to-create-and-manage-users-groups https://docs.inmobalia.com/1167-how-to-create-and-manage-users-groups#respond Tue, 13 Jun 2023 11:53:08 +0000 https://docs.inmobalia.com/?p=1167

For better user management, Administrators can create Users Groups. This will allow users to be included in one or more groups and thus carry out certain actions in the system that only apply to certain users. Let’s see how to do it.

A. Go to Settings section and click on Users.

Go to Settings section and click on Users.

B. Click on Groups

Click on Groups

C. Type the name of the Group and Save it

Type the name of the Group and Save it

D. You can create as many Groups as you need

You can create as many Groups as you need

E. If you need to modify the name of the Group, click on Edit and save the changes

If you need to modify the name of the Group, click on Edit and save the changes

F. Close the Users Groups window

Close the Users Groups window

G. Back in the Users list click on any of the users if you want to include him/her in a Users Group

Back in the Users list click on any of the users if you want to include him/her in a Users Group

H. Go to Groups and select the group from the drop-down list

Go to Groups and select the group from the drop-down list

I. Click on Save

Click on Save

J. Back in the Users list you can use the Groups filter to find all the members of a Users Group.

Back in the Users list you can use the Groups filter to find all the members of a Users Group.

]]> https://docs.inmobalia.com/1167-how-to-create-and-manage-users-groups/feed 0 How to disable a user https://docs.inmobalia.com/634-how-to-disable-a-user https://docs.inmobalia.com/634-how-to-disable-a-user#respond Thu, 10 Feb 2022 10:52:52 +0000 https://docs.inmobalia.com/?p=634

Administrators of the account can remove access from a user if needed. It’s as easy as you can see here in the following steps

A. Click on Settings and Users

Click on Settings and Users

B. Click on the user you want to disable

Click on the user you want to disable

C. Select Disabled from Access drop-down menu

Select Disabled from Access drop-down menu

D. Finally, click on Save

Finally, click on Save

]]> https://docs.inmobalia.com/634-how-to-disable-a-user/feed 0 How to change user’s permission https://docs.inmobalia.com/631-how-to-change-users-permission https://docs.inmobalia.com/631-how-to-change-users-permission#respond Thu, 10 Feb 2022 10:26:40 +0000 https://docs.inmobalia.com/?p=631

Administrators of the account can easily change the level of access granted to a user. They just need to modify the user’s permission following these steps.

A. Click on Settings and Users

Click on Settings and Users

B. Click on the user you want to modify

Click on the user you want to modify

C. Select the new permission for the user

Select the new permission for user

D. Finally, click on Save

Finally, click on Save

]]> https://docs.inmobalia.com/631-how-to-change-users-permission/feed 0 How to reset a user’s password https://docs.inmobalia.com/623-how-to-reset-a-users-password https://docs.inmobalia.com/623-how-to-reset-a-users-password#respond Thu, 03 Feb 2022 14:16:02 +0000 https://docs.inmobalia.com/?p=623

When a user needs as new password the Administrators can reset it easily. Let’s see how to do it.

A. Click on Settings and Users

Click on Settings and Users

B. Click on the user

Click on the user

C. Click on Reset Password and new credentials will be sent to user’s email

Click on Reset Password and new credentials will be sent to user's email

]]> https://docs.inmobalia.com/623-how-to-reset-a-users-password/feed 0 How to set SMTP Configuration for Google accounts https://docs.inmobalia.com/432-how-to-set-smtp-configuration-for-google-accounts https://docs.inmobalia.com/432-how-to-set-smtp-configuration-for-google-accounts#respond Wed, 01 Dec 2021 15:15:19 +0000 https://docs.inmobalia.com/?p=432  ]]>

 

]]> https://docs.inmobalia.com/432-how-to-set-smtp-configuration-for-google-accounts/feed 0 How to check user’s last connection https://docs.inmobalia.com/70-how-to-check-users-last-connection https://docs.inmobalia.com/70-how-to-check-users-last-connection#respond Wed, 01 Dec 2021 13:17:12 +0000 https://docs.inmobalia.com/?p=70

Administrators can check when a user last logged in to the system. Look how easy it is

A. Click on Settings and Users

Click on Settings and Users

B. In the list of users there is a column that shows the last time the user logged in

In the list of users there is a column that shows the last time the user logged in

]]> https://docs.inmobalia.com/70-how-to-check-users-last-connection/feed 0 How to configure IP restriction for a user https://docs.inmobalia.com/66-how-to-configure-ip-restriction-for-a-user https://docs.inmobalia.com/66-how-to-configure-ip-restriction-for-a-user#respond Wed, 01 Dec 2021 13:16:20 +0000 https://docs.inmobalia.com/?p=66

User’s access to the CRM can be restricted allowing him/her to connect only from one or several specific IP addresses. Let’s see how Administrators can use this functionality.

A. Click on Settings and Users

Click on Settings and Users

B. Click on the user you want to edit

Click on the user you want to edit

C. Click on the field ‘IP access limited to’, enter one or more IP addresses and click on Save. Now, the user will only be able to connect from those IP addresses

Click on the field 'IP access limited to', enter one or more IP addresses and click on Save. Now, the user will only be able to connect from those IP addresses

]]> https://docs.inmobalia.com/66-how-to-configure-ip-restriction-for-a-user/feed 0 How to configure user’s SMTP mailing settings https://docs.inmobalia.com/64-how-to-configure-users-smtp-mailing-settings https://docs.inmobalia.com/64-how-to-configure-users-smtp-mailing-settings#respond Wed, 01 Dec 2021 13:15:58 +0000 https://docs.inmobalia.com/?p=64

Administrators must complete the SMTP configuration for every user. Without this information the user will not be able to send emails from the CRM. If you don’t know the SMTP details please contact your IT specialist who will help you with it. When you have them, just follow these steps to put them in the CRM.

For other email providers, please follow these steps:

A. Click on Settings, Users and then click on the user you want to edit.

Click on Settings, Users and then click on the user you want to edit.

B. Click on Email tab

Click on Email tab

C. Click the checkbox Enabled SMTP

Click the checkbox Enabled SMTP

D. Include the SMTP Host, SMTP Security, SMTP Username and SMTP Password.

Include the SMTP Host, SMTP Security, SMTP Username and SMTP Password.

E. Finally, click on Test SMTP to check if the configuration is correct.

Finally, click on Test SMTP to check if the configuration is correct.

]]> https://docs.inmobalia.com/64-how-to-configure-users-smtp-mailing-settings/feed 0 How to create a new user https://docs.inmobalia.com/59-how-to-create-a-new-user https://docs.inmobalia.com/59-how-to-create-a-new-user#respond Wed, 01 Dec 2021 13:14:32 +0000 https://docs.inmobalia.com/?p=59

Administrators can create the New Users in the CRM. Doing it is really easy following these steps.

A. Click on Settings and Users

Click on Settings and Users

B. Click on New user

Click on New user

C. Complete User details, always including the email address

Complete User details, always including the email address

D. You can include the user in a Users Group from the drop-down menu

You can include the user in a Users Group from the drop-down menu

E. Grant the desired level of access and add extra permissions if needed

Grant the desired level of access and add extra permissions if needed

F. Assign a Username and click on Save

Assign a Username and click on Save

G. The user is now created and the system will ask if you want to send him/her the password. Click Yes and the user will receive the credentials in his/her email

The user is now created and the system will ask if you want to send him/her the password. Click Yes and the user will receive the credentials in his/her email

]]> https://docs.inmobalia.com/59-how-to-create-a-new-user/feed 0